Relationship Manager

Position Details: Position: Relationship Manager – Wealth Management Location: Chennai / Coimbatore Experience Required: 2 – 3 Years Working Days: 5 Days a Week Industry: Financial Services / Wealth Management Role Summary: The company is looking for a highly target-driven Relationship Manager responsible for client acquisition, revenue generation, and AUM growth. The ideal candidate should possess strong networking abilities, sales orientation, and experience in financial product sales. Key Responsibilities: • Acquire new clients through cold calling, networking, referrals, and market mapping • Generate leads through personal database and external channels • Build and onboard new client relationships • Achieve monthly and quarterly revenue targets • Drive Assets Under Management (AUM) growth • Cross-sell and upsell wealth management products • Maintain regular engagement with active clients • Ensure KYC documentation and compliance procedures are completed accurately Eligibility Criteria: • Graduate (MBA Preferred) • NISM Certification Preferred • 2–3 years of experience in financial product sales / wealth management / BFSI sales Required Skills: • Strong communication and negotiation skills • Aggressive target-oriented approach • Excellent networking and relationship-building capability • Good understanding of financial products and investment instruments • Comfortable using office productivity tools and AI-based research/productivity tools What the Company Offers: • Exposure to client-facing wealth management roles • Career growth opportunities in financial services • Flexible working environment • Health Insurance Benefits • Attractive performance-linked incentives and annual bonuses • Inclusive and growth-oriented work culture The budgeted compensation for this role is approximately ₹30,000 – ₹50,000 per month, excluding incentives. The client is primarily looking for candidates with strong experience in financial product sales and relationship management.